Best answer

Deal matching custom fields

  • 26 July 2021
  • 1 reply
  • 27 views

Hello!

[PIPEDRIVE]

I would like to create a zap that would change the label of the deal according to start and end date (custom fields).

I am wondering if it would be the best to do it through “deal matching filter” or use webhook ?

 

 

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Best answer by Troy Tessalone 26 July 2021, 16:09

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Userlevel 7
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Hi @Sales 

You may be able to use Pipedrive Workflow Automations instead of a Zap: https://support.pipedrive.com/en/article/workflow-automation